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How Do I Charge My New Clients a New Rate and My Existing Clients my Old Rate?

Question:

  • I want to raise my hourly billing rate but keep existing clients at that rate and my new clients at the increased rate
  • Increase billing rate

Environment:

  • Clio Manage

Additional Information:

Answer:

When creating new Clients or Matters, you can set a Custom Billing Rate to the new rate. 

 

 

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